AS
Alex M. Stevenson
ENCOMPASS MORE ASSET MANAGEMENT LLC
Potomac Falls, VA 20165
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CRD#: 6428907
AS
Professional summary
Alex Mckinley Stevenson, who also goes by Alex Stevenson, Alexander Mckinley Stevenson, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Potomac Falls, Virginia.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alex has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Stevenson | Alexander Mckinley Stevenson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Alexander McKinley Stevenson is a licensed insurance agent and provides insurance services and products via Skyline Financial Partners, LLC. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Address: 1155 Whitfield Pl #103, Potomac Falls, VA 20165 Position: Managing Partner; Nature of Business: Life Insurance and Annuities; Start Date: 05/01/2023; Hours Devoted: approximately 48 hours a month
CRS (Client Relationship Summary) - RIA
Click below to view Alex Mckinley Stevenson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2023 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
Office #1: 21155 Whitfield Pl #103, Potomac Falls, VA 20165RIA
CRD#: 322382
Potomac Falls, VA
Past
March 31, 2021 - May 4, 2023
BULL RUN INVESTMENT MANAGEMENT LLC
RIA
CRD#: 306763
FAIRFAX, VA
Past
January 29, 2019 - March 5, 2020
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
FAIRFAX, VA
Past
May 7, 2015 - March 6, 2017
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
WESTBURY, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(5/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Company Information
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382Potomac Falls, VA 20165TRUST BUT VERIFY
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